Know Your PMS · Monthly tearsheet
DYNAMIC ASSET ALLOCATION
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_20268 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
Needs 12 months
Total return
0.94%
Max drawdown
-7.34%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
71.43%
Best / worst month
7.9% / -7.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | – | 0.15% | -7.34% | 7.94% | 0.61% | -0.29% | 1.50% | 2.89% | -3.81% | – | – | – | 0.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 7.34% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.81% | 1 mo · open |
| Jun_2026 | Jun_2026 | Jul_2026 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
14.60%
Downside deviation
16.55%